Ellevest vs Betterment

ReviewEllevest ReviewBetterment Review
Overall Rating
Management Fees AnnuallyEmergency Funds: 0.0%
Digital: 0.25%
Premium: 0.50%
Private Wealth Management: 0.90%
Digital: 0.25%
Premium: 0.40%
Fund Fees0.06% → 0.16%0.09% → 0.17%
Account TypesTaxable, Traditional IRA, Roth IRA, 401(k), 403(b)Taxable, Roth IRA, SEP IRA, Traditional IRA, Rollover IRA, Trusts, Joint, Non-profit
529 Guidance
Chartered Financial Professionals
Automatic Tax Loss Harvesting
Tax Coordinated Strategy
Tax Minimization MethodN/A
Automatic Portfolio Rebalancing
Private Wealth Management
Socially Responsible/Values Based Investing
Supports Charitable Donations
Account MinimumDigital: $0
Premium: $50,000
Private Wealth Management: $1,000,000
Digital: $0
Premium: $100,000
Fractional Shares
Retirement Planning Tools
Support Real Estate Investments
Investment MethodBased on capacity for riskBased on risk tolerance
Portfolio holdingsETFs, Mutual Funds, Individual Debt Instruments, Individual Equities, Closed-end Funds, Partnerships, Private & Illiquid InvestmentsETFs
TechnologyWeb-based, iOS & AndroidWeb-based, iOS & Android
Gender FocusPrimarily FemaleMale & Female
SecurityTwo-factor authentication, 256-bit SSLTwo-factor authentication, 256-bit SSL
Customer ServicePhone, EmailPhone, Email, Live Chat
User ExperienceVery GoodExcellent
PromotionsN/AUp to 1 Year Free
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